labor budgets
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 19, 2025 by David Haber · across every show →
Everything said about labor budgets, oldest first
Dec 19, 2025 bullish
Haber: AI software expands TAM by targeting labor budgets instead of IT
“You know, that is a really interesting opportunity for the moment, you know, in large part because it's unlocking markets that were never particularly interesting to software into because IT budgets were small and now, you know, the TAM is largely labor.”